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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,112 | $49,976-93.8% | $66,674-95.3% | $82,637-96.2% |
| Participation rate | 82.8% | 63.1%+19.7pp | 73.7%+9.1pp | 68.1%+14.7pp |
| Annual return | 19.57% | 39.09%-19.5pp | 321.24%-301.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $392 | $1,988-80.3% | $2,620-85.0% | $2,552-84.7% |
| Participant deferral / active EE | $1,132 | $2,847-60.2% | $4,084-72.3% | $4,126-72.6% |
| Admin fee / account holder | $209 | $4,594-95.5% | $5,098-95.9% | $7,339-97.2% |